skills
Duties:-
to:
communication skills Duties:- Data exporting, collating and updating Data analysis Reporting on key areas
communication skills Duties:- Data exporting, collating and updating Data analysis Reporting on key areas
expectations but not limited to: Data exporting, collating and updating. Data analysis. Reporting on key areas
expectations but not limited to: Data exporting, collating and updating. Data analysis. Reporting on key areas
Operations Collation of all clients related information (data discovery and fact find) and preparation of documentation Schedules are up to date and accurate. Data capture of client demographic data on client relationship management system XPlan. Client financial data capture (ASTUTE, PPs and manual). Data integration between XPlan and orientate with the Financial Planning Partner on all data and practice attributes on NAV. Marketing Support
Operations Collation of all clients related information (data discovery and fact find) and preparation of documentation Schedules are up to date and accurate. Data capture of client demographic data on client relationship management system XPlan. Client financial data capture (ASTUTE, PPs and manual). Data integration between XPlan and orientate with the Financial Planning Partner on all data and practice attributes on NAV. Marketing Support
Cash book processing Debtor information and queries Data Capture e.g. manual and EFT cheque advices, reconcile
clients